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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,245 | $109,872-97.0% | $98,483-96.7% | $167,536-98.1% |
| Participation rate | 16.7% | 75.8%-59.2pp | 73.3%-56.7pp | 82.1%-65.4pp |
| Annual return | 0.00% | 1959.31%-1959.3pp | 1494.38%-1494.4pp | 478.82%-478.8pp |
| Employer contribution / active EE | $241 | $3,225-92.5% | $2,961-91.9% | $4,839-95.0% |
| Participant deferral / active EE | $276 | $4,673-94.1% | $4,276-93.6% | $6,342-95.7% |
| Admin fee / account holder | $4 | $6,757-99.9% | $5,953-99.9% | $12,315-100.0% |